See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,653 | $107,334-23.9% | $92,893-12.1% | $152,861-46.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.63% | 145.58%-141.9pp | 109.41%-105.8pp | 345.32%-341.7pp |
| Employer contribution / active EE | $2,051 | $4,221-51.4% | $3,653-43.9% | $4,762-56.9% |
| Participant deferral / active EE | $7,448 | $4,845+53.7% | $4,236+75.8% | $5,850+27.3% |
| Admin fee / account holder | $1,007 | $7,079-85.8% | $5,794-82.6% | $11,596-91.3% |